Empower Advisory Group, LLC
Assets Under Management
$159.1B
Number of Clients
250,707
Number of Advisors
1208
Average Client AUM
$635K
AUM per Advisor
$131.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
EAG provides advisory services, including Personal Strategy and Personal Strategy+, combining technology with financial advice. Services include ongoing investment management, rebalancing, tax optimization, financial planning education, and access to socially responsible investing. Minimum relationship size is generally $100,000.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 0.89% |
| $250K - $1000K | 0.89% |
| $1.0M - $3.0M | 0.79% |
| $3.0M - $5.0M | 0.69% |
| $5.0M - $10.0M | 0.59% |
| $10M+ | 0.49% |
Fee Estimator
EAG charges a single fee for Advisory Services and a single fee for Personal Strategy+ Services, both based on assets under management. The Advisory Services fee includes portfolio management, trading commissions, and custody services. The Personal Strategy+ Services fee is 0.49% annually. EAG reserves the right to reduce its advisory fee rate at its discretion. Minimum AUM to sign up for advisory services is $100,000. Clients who enroll in Personal Strategy+ are required to have a Managed Account with a minimum of $25,000 in assets.
Areas of Practice
Location
8515 East Orchard Rd 4T2, Greenwood Village, CO, 80111
